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HSBC Advance Products

Financial Planning Services#

Your financial needs may differ, but the need to do financial planning does not. Our long-term investment perspective aims to preserve your purchasing power. At HSBC, it is our endeavour to suggest products and services, based on our understanding of your financial needs and aspirations. HSBC advance account, comes with a financial planning tool called the Personalised Financial Review (PFR). The PFR assists you in analyzing your current finances as well as future financial needs by taking into consideration your lifestyle, investment objectives, income stability, risk profile ,financial obligations and other factors. With the help of a PFR, Wealth Manager - HSBC Advance will help you draw a financial plan for the future, which is in line with your financial goals, thereby bringing you closer to tomorrow.

Post a PFR, depending on your financial needs and risk profile, you could decide to invest into a range of financial products of various Asset Management Companies, carefully selected by our team of experienced financial experts, including: Investment$ and Insurance^ products.

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^ Insurance is the subject matter of the solicitation.

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To become a HSBC Advance customer you need to meet our eligibility criteria.

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Offers##

## Terms and conditions apply.
$ Investments and services are subject to prevailing market conditions / external factors.
† Terms and conditions apply. All loans at the sole discretion of The Hongkong and Shanghai Banking Corporation Limited, India. Loans available for applicants and properties in and around    the city limits of Mumbai, Pune, New Delhi (NCR), Bengaluru and Chennai and are subject to change from time to time.
^^ Issuance of credit card is at the sole discretion of The Hongkong and Shanghai Banking Corporation Limited, India. All features and benefits are subject to Terms and Conditions.
# HSBC India currently offers Investment Products from entities registered and regulated in India. These products are currently not available to HSBC Advance NRI customers residing in US, Canada, Australia and New Zealand. HSBC Advance NRI customers residing in countries like United Kingdom, Singapore, Hong Kong will be able to invest in these products through HSBC India when they are physically present in India.
+ We wish to inform you that availing the International services facility for HSBC Advance requires HSBC India to share information with HSBC Group (HSBC Holdings PLC, its subsidiaries, associated and affiliated companies) relating to you / your accounts including without limitation, any personal information and other credit information maintained with or obtained by HSBC India (including those obtained from credit reference agencies) and other members of the HSBC Group.


 












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